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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OWP
1076
Obermeyer Wealth Partners
Colorado
$241K – – –
AIMC
1077
Alley Investment Management Company
Illinois
$240K -$9.71K -370 -4%
DAS
1078
Diversify Advisory Services
Utah
$240K -$203K -7,739 -47%
RSC
1079
Red Spruce Capital
Pennsylvania
$239K – – –
PCH
1080
PGIM Custom Harvest
New Jersey
$238K -$45.4K -1,729 -15%
B
1081
BetterWealth
California
$238K +$248K +9,469 New
RP
1082
Riverwater Partners
Wisconsin
$237K – – –
Russell Investments Group
1083
Russell Investments Group
United Kingdom
$237K -$114K -4,355 -32%
FLPIM
1084
F.L. Putnam Investment Management
Massachusetts
$237K – – –
GCM
1085
Glaxis Capital Management
Florida
$235K – – –
WCP
1086
Wick Capital Partners
Pennsylvania
$235K – – –
WP
1087
WealthShield Partners
North Carolina
$234K -$6.01K -229 -2%
STFP
1088
Signal Tree Financial Partners
Ohio
$234K +$245K +9,334 New
JBA
1089
Johnson Bixby & Associates
Washington
$234K – – –
WI
1090
Wedgewood Investors
Pennsylvania
$234K +$1.1K +42 +0.5%
BFS
1091
BridgePort Financial Solutions
Iowa
$234K -$1.5K -57 -0.6%
CFG
1092
Citizens Financial Group
Rhode Island
$232K -$11.2K -427 -4%
SIAP
1093
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$232K +$5.9K +225 +2%
AWM
1094
Act Wealth Management
Texas
$231K +$8.87K +338 +4%
JWM
1095
Jackson Wealth Management
Florida
$230K – – –
SCM
1096
Schnieders Capital Management
California
$230K – – –
RRA
1097
Round Rock Advisors
Connecticut
$230K +$341 +13 +0.1%
LWP
1098
LFG Wealth Partners
Kentucky
$228K +$238K +9,087 New
NEPWA
1099
New England Private Wealth Advisors
Massachusetts
$227K +$105 +4 +0%
NWP
1100
NerdWallet Wealth Partners
New York
$226K +$10.1K +385 +4%